Shifting Stocks: Analyzing Veritable, L.P. Q3 2022 vs. Q4 2022 13F Holdings Comparison

As investors, we are always looking for ways to make informed decisions about our portfolios. One way to do this is by analyzing 13F filings, which disclose institutional investors' equity holdings. Veritable, L.P., a registered investment advisor, recently released its Q3 2022 and Q4 2022 13F holdings. In this blog post, we will examine the changes in Veritable, L.P.'s holdings over the quarter, and what it might mean for investors.

Introduction

As a professional blogger and writer, I am always interested in understanding what's happening in the financial world, especially when it comes to institutional investors. Veritable, L.P., established in 1992, is a registered investment advisor responsible for managing more than $22 billion in assets. Their recent 13F filings have caught my attention, and I am excited to share my analysis with you.

Main Body

Veritable, L.P.'s quarterly filings show significant changes in holdings across various sectors, with the SPDR S&P 500 ETF TR being the most significant holding. The fund's position in SPY decreased by 2.34%, resulting in a decrease of 29,653 shares. Despite the reduction, the pending COVID-19 pandemic and increased health concerns did not prevent investors from maintaining their interest in the ETF, with a total of 1,747,634 shares in Q4 2022. On a positive note, the fund's increase in holdings of IVE and IJR saw the firm's total stock value elevated by 33.2% and 34.3% respectively, during the same period.

Another noteworthy increase in Veritable, L.P.'s holdings is in Vanguard Tax-Managed Funds. The Fund's position in VEA shares fell by 53.17%, resulting in a decrease of 57,281 shares. However, despite the reduction, the firm's total value increased from $37,729 to $41,188, a gain of 9.2%. A similar trend played out in the Vanguard International Equity Index Funds with the fund's holding in VEU increasing by 129.6%. The fund decreased its position in VEU from 279,802 shares in Q3 2022 to 137,769 shares in Q4 2022. However, despite the reduction, the fund's value soared from $6,111 to $14,030, a massive gain of 129.6%.

Moving on to individual stock holdings, the fund reported significant holding changes during the quarter, with Comcast Corp New emerging with a 17.8% increase. The fund's holding in Comcast reflected an increase of 300 shares. The fund's holding in the stock market giant, Apple Inc., fell by 4.1%, resulting in a decrease from 705,908 shares to 720,073 shares.

Conclusion

Investors should pay attention to institutional investment advisors' behavior, given their positions and market-moving capabilities. Veritable, L.P.'s recent filings show that the firm made significant changes in their holdings across various sectors, ETFs, and individual stocks impacted by the broader market biases. Dropping positions in SPY, VEA and VEU ETFs and Apple and Microsoft, while substantially increasing positions in IJR, IVE, and Comcast Corporation, gives an insider's perspective on the fund's strategy on a quarterly basis. With noted trends, passive investors can choose to address their portfolios using these insights, even as active investors can use these filings to inform and modify their investment strategies.